Purchase Orders

Purchase orders in LilyPad WMS are the same purchase orders in your system. Any changes users make here are saved right away.

The Purchase Orders module is where users will create, issue and receive orders from their vendors.

The Purchase Orders module can be found under the Purchasing group on the LilyPad home screen.

Creating and Issuing a Purchase Order

Open Purchase Orders and select New purchase order.

1. Search for the vendor and select it.
2. Choose the location group receiving the stock, and the buyer.
3. Set the payment terms and the scheduled date you expect the order.
4. Under Lines, search or scan the part being ordered. Enter the quantity and unit cost. A vendor part number can also be added. Select Add line for more parts.
5. Under More details, fill in any custom fields, and add a note to print on the PO.
6. Select Create purchase order.

The PO starts as a Bid Request. Select Issue to release it, and it’s ready to receive.

• While a PO is a bid request, it can still be deleted. Once issued, users can Receive, Un-issue or Void it from the top of the order.

Finding a Purchase Order

When users open the module, they will see a list of purchase orders with their vendor, total and status. Users can search for a PO number or scan its barcode, and use the filters to narrow the list.

Selecting a PO opens it, showing its vendor, buyer, warehouse, carrier, payment terms, dates and lines. To make changes, select Edit.

Receiving a Purchase Order

Users can receive straight from an issued purchase order.

1. Open the issued PO and select Receive.
2. Tap a line, or scan the item.
3. Check the put-away location and the quantity received.
4. Select Receive.

The line is received and the stock is added to inventory. Orders can also be received from the Receive module. See the Receive page for partial and pallet receiving.

Scanning

• Scan a PO number to open an order.
• Scan a part barcode to add it as a line.
• Scan an item to receive it against the PO.